VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $334,466 | -0.8% | 7,052 | 0.0% | 0.08% | +15.3% |
| Q3 2022 | $337,000 | -18.8% | 7,052 | -15.9% | 0.07% | -20.0% |
| Q2 2022 | $415,000 | -76.9% | 8,384 | -75.5% | 0.09% | -68.8% |
| Q1 2022 | $1,796,000 | -23.5% | 34,254 | -19.5% | 0.29% | -15.8% |
| Q4 2021 | $2,347,000 | +4.2% | 42,541 | +7.6% | 0.34% | +2.4% |
| Q3 2021 | $2,252,000 | +7.3% | 39,543 | +7.6% | 0.33% | +9.2% |
| Q2 2021 | $2,098,000 | -4.1% | 36,738 | -4.1% | 0.31% | -14.0% |
| Q1 2021 | $2,187,000 | -3.4% | 38,291 | -1.0% | 0.36% | -9.4% |
| Q4 2020 | $2,265,000 | -1.7% | 38,688 | -1.9% | 0.39% | -9.9% |
| Q3 2020 | $2,303,000 | +95.7% | 39,424 | +94.8% | 0.44% | +69.6% |
| Q2 2020 | $1,177,000 | +0.3% | 20,236 | -1.4% | 0.26% | -15.7% |
| Q1 2020 | $1,173,000 | -8.1% | 20,520 | -8.3% | 0.30% | -14.8% |
| Q4 2019 | $1,276,000 | – | 22,378 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 564,855 | $30,666,000 | 21.22% |
| Annex Advisory Services, LLC | 931,584 | $50,576,000 | 12.28% |
| Symmetry Partners, LLC | 284,375 | $15,439,000 | 10.83% |
| Wilshire Advisors LLC | 241,250 | $13,051,000 | 10.34% |
| AllSquare Wealth Management LLC | 188,118 | $10,213,000 | 9.37% |
| RETIREMENT CAPITAL STRATEGIES | 285,799 | $15,462,000 | 8.94% |
| Boston Standard Wealth Management, LLC | 199,678 | $10,841,000,000 | 8.58% |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 450,202 | $24,442,000 | 6.61% |
| HT Partners LLC | 201,909 | $10,962,000 | 5.83% |
| Peak Financial Management, Inc. | 462,684 | $25,120,000 | 5.47% |